UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With a presence in 51 countries and $3.9 trillion in invested assets globally, UBS provides access to the deep resources of its experts in Wealth Management, Asset Management, and Private and Investment Banks. Committed to understanding what wealth means for each client, UBS delivers finely crafted financial advice tailored to individual needs.
UBS prides itself on developing lasting relationships with clients by listening and understanding their priorities and concerns. The firm's team of experienced professionals, including Brent Sawrie, CFP, CIMA, Director Market Director, focuses on providing quality strategies customized to clients' needs. With a commitment to quality client service, UBS aims to be the primary source of financial advice for individuals seeking to confidently pursue their life goals.
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